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Retirement & Capital Accumulation

Our goal at BMS is to assist our clients in developing, implementing, and supporting a retirement plan that best meets the unique needs of management and their employees.  During the developmental process, we are extremely sensitive to recruiting and retention initiatives, budgets, financial confidentiality, administrative capabilities.  We have developed and implemented plans that include:

We have developed relationships with a wide variety of third party administrators, fund managers, recordkeepers, and other retirement plan vendors in effort to match the best plan with our client’s unique needs.

BMS also specializes in these areas: